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Summit Financial Group’s Paychex PAYX Stock Holding History

Summit Financial Group’s Portfolio PAYX Stock Details PAYX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,605
Closed -$219K – 203
2022
Q1 		$219K Hold
1,605
– – 0.07% 198
2021
Q4 		$219K Buy
+1,605
New +$198K 0.07% 203

Other funds holding PAYX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Summit Financial Group's PAYX Position: Q2 2022 in Review

Summit Financial Group sold out of Paychex (PAYX) in Q2 2022, closing a stake of 1,605 shares — an estimated $219K sold.

Summit Financial Group first reported a position in PAYX in Q4 2021 and held it in 2 quarters. The position peaked at $219K in Q1 2022. 1,408 funds tracked by Wall St. Rank hold PAYX as of Q2 2022.

  • Summit Financial Group reported no remaining Paychex position as of Q2 2022 after selling out during the quarter.
  • Summit Financial Group sold 1,605 Paychex shares in Q2 2022, an estimated $219K.
  • Summit Financial Group first reported a position in Paychex in Q4 2021 and held it in 2 quarters.
  • Summit Financial Group's Paychex position peaked at $219K in Q1 2022.
  • 1,408 funds tracked by Wall St. Rank held Paychex as of Q2 2022.

Based on Summit Financial Group's 13F filing for Q2 2022, filed 7 Jul 2022.